Laurie Dotter
Laurie Dotter is a registered investment advisor at Transwestern Investment Management, LLC, based in Houston, TX, with 13 years of industry experience. Laurie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 8 clients with $4.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TIM manages real estate investments for institutional clients and offers several fee options:
- Flat fee
- A percentage fee based on capital committed, portfolio market value, cost basis of assets, or amount of equity invested
- Per-project fee
- Acquisition fee
- Carried interest (performance-based fee)
- A combination of the above
TIM may also provide services on an hourly basis.
Location
1900 West Loop, Suite 1300, Houston, TX, 77027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Transwestern Investment Management, LLC
State Registrations1 state
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